Segal Advisors
advisor18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+1 YoYRank #426 of mapped providers
Assets under administration$21.1B0.0%Market share · rank #664
Fees received$4MMedian $42,710/planSum across Schedule C direct + indirect
Net wins YoY-25 won · 7 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Segal Advisors plan look like?
Service mix · median fees per plan
Count of plans where Segal Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 32 | $38,750 | |
Investment management; Investment management fees paid directly by planCode 28 | 5 | $52,660 | |
Investment advisory (plan); Investment advisory (participants); Consulting (pension)Code 17 | 3 | $116,978 | |
Direct payment from the plan; Other servicesCode 49 | 2 | $10,625 | |
Investment management fees paid directly by planCode 51 | 2 | $155,319 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $12,500 | |
Consulting (general)Code 16 | 1 | $7,500 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $60,000 |
Competitor overlap
Percent of Segal Advisors's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Segal Advisors.
| Sponsor | From | Assets |
|---|---|---|
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | Ryan Labs | $1.5B |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | Prudential Retirement Insurance & Annuity Co. | $1.1B |
NATIONAL BASKETBALL ASSOCIATIONNJ · 135582586-334 | Segal Marco Advisors | $760M |
INTERNATIONAL UNION OF TOOL DIE AND MOLD MAKERS PENSION PLANNJ · 226238764-001 | MARY JO MANERI | $401,529 |
Plans lost in 2024
Appeared last year under Segal Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | Alan Biller & Associates | $182M |
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.OH · 346611397-001 | LOCAL 44 FRINGE BENEFIT FUND | $89M |
BOARD OF TRUSTEES OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERSTX · 751679061-001 | Benefit Plans Administrative Services Inc. | $89M |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUNDNY · 161592883-001 | John Hancock | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $410,417 | 1y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $415,486 | 5y | - |
PEARSON EDUCATION INCNJ · 221603684-002 | $2.4B | 16,864 | $73,728 | 5y | 1 |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $50,000 | 2y | - |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | $1.1B | 93,934 | $14,750 | 1y | - |
NATIONAL BASKETBALL ASSOCIATIONNJ · 135582586-334 | $760M | 2,561 | $42,710 | 1y | 2 |
GEORGIA STEVEDORE ASSOC. INT'L LONGSHOREMEN'S ASSOC.GA · 586106340-001 | $753M | 4,168 | $225,228 | 4y | - |
BOARD OF TRUSTEES OF NBA PLAYERS' PENSION PLANIN · 832172122-001 | $725M | 2,149 | $149,083 | 8y | - |
TEXAS INSTRUMENTS INCORPORATEDTX · 750289970-006 | $655M | 4,772 | $55,000 | 10y | - |
BD OF TRUSTEES IUOE LOCAL 30 ANNUITY FUNDNY · 136595417-001 | $534M | 4,958 | $29,167 | 10y | - |
Flag exposure
85.1%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (18)
Raw Schedule C names collapsed into Segal Advisors.
- HUNNEX AND SHOEMAKER INCX
- HUNRATH NAPOLITANO QUIGLEY & TAYLOR
- HUNSTMAN GAY CAPITAL PARTNERS GP, L
- HUNT
- SEGAL ADVISOR
- SEGAL ADVISORS
- SEGAL ADVISORS DBA SEGAL MARCO ADV
- SEGAL ADVISORS DBA SEGALROGERSCASEY
- SEGAL ADVISORS INC
- SEGAL ADVISORS INC D/B/A SEGAL ROGE
- SEGAL ADVISORS INC DBA SEGAL MARCO
- SEGAL ADVISORS INC.
- SEGAL ADVISORS, INC
- SEGAL ADVISORS, INC DBA SEGAL MARCO
- SEGAL ADVISORS, INC.
- SEGAL ADVISORS,INC
- SEGAL ADVISORS,INC.
- SEGAL ADVISORY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Segal Advisors's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 2.13% | 1.71% | +0.41 pp |
| Failed to provide benefit | 1 | 2.13% | 0.14% | +1.99 pp |
| Corrective distributions | 3 | 6.38% | 1.76% | +4.62 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Segal Advisors. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Segal Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Blitman & King LLP | 5 | 10.6% |
| Slevin & Hart PC | 4 | 8.5% |
| Arnold Newbold Sollars & Hollins PC | 3 | 6.4% |
| Barlow Coughran Morales & Josephson | 2 | 4.3% |
| Barnes, Iaccarino & Sheperd LLP | 2 | 4.3% |
| Conner & Winters | 2 | 4.3% |
| Edwards & Leathers, P.C. | 2 | 4.3% |
| Ellenoff Grossman & Schole LLP | 2 | 4.3% |
| Morgan Lewis & Bockius LLP | 2 | 4.3% |
| Neyhart Anderson Flynn & Grosboll | 2 | 4.3% |